AI Inbound Agents act as automated team members that can handle inbound customer chats based on the specific guidelines and context you provide. This feature allows you to streamline your lead generation and customer support directly within WhatsApp.

[!NOTE]
The AI Inbound Agents feature is exclusively available for Pro plan users. If you are not on the Pro plan, you will need to upgrade before you can create an agent.

Steps to Create an AI Inbound Agent

1. Access the Agents Menu
   Open The Chat Quotient dashboard and navigate to the Agents section from the sidebar. Click on the + New Agent button.

2. Provide Agent Details
   To configure your agent effectively, you need to provide the following information:

   • Name: Give your agent a recognizable name (e.g., “Support Bot”, “Lead Qualifier”).
   • Goal: Describe what the agent is supposed to achieve in plain text (e.g., “Qualify leads by asking for their budget and company size”).
   • Audience: Select who this agent should interact with. Options include specific pipelines, saved contacts, unsaved contacts, selected WhatsApp lists, or all contacts.
   • Business Info: Provide key-value pairs of your business information (e.g., “Pricing”: “$29/mo”, “Location”: “New York”). You can select existing business info from your profile or provide custom details specific to this agent.

3. Configure Step-Back Behavior
   It is crucial to define when the AI should hand over the conversation to a human agent.

   • What to tell the customer when stepping back: Choose what the agent should say when handing over the chat. Options include telling them a human will assist, saying “I’ll get back shortly”, or silently stepping back without a message.
   • Step back conditions: Clearly define the conditions (in text) under which the agent should stop replying (e.g., “If the user asks for a refund”, “If the user uses profanity”).
   • Notification Preferences: Choose how you want to be notified when the agent steps back (Email, WhatsApp, or both).

4. Review Suggestions
   After submitting the form, our internal system reviews the information you provided and may suggest additional details needed to make the agent work effectively. You can choose to go back and add the suggested info, or simply ignore the suggestions and move forward.

[!TIP]
The performance of your AI Inbound Agent heavily depends on the quality of the information provided and how accurately you define the step-back conditions. We recommend spending enough time filling out these details to make the agent work efficiently and close deals faster.